Rockefeller Capital Management

LeapXpert is a developer of a business communication platform that facilitates secure and compliant messaging for enterprises. Its Federated Messaging Orchestration Platform (FMOP) enables organizations to integrate consumer messaging applications into their critical business processes. This platform allows employees and clients to communicate through their preferred messaging apps while maintaining a centralized source for management and oversight. LeapXpert addresses the compliance and regulatory challenges associated with the increasing use of messaging applications in business, providing accessible digital records of all interactions. The platform enhances communication between employees, clients, suppliers, and other stakeholders, thereby elevating messaging to a formal business communication channel akin to traditional calling or emailing. With a client base that includes several of the world's top global banks, LeapXpert serves tens of thousands of users across various industries.

KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.

Luminary is a technology platform established in 2022 and based in New York, focused on automating the estate planning process. The platform addresses the complexities and inefficiencies associated with traditional estate planning by digitizing manual workflows and streamlining intricate tasks. This innovation allows users to enhance service consistency and reduce risks while expanding their capabilities in providing estate planning strategies. By simplifying these processes, Luminary aims to facilitate more efficient and scalable estate planning solutions for clients.

Argyle is a developer of a payroll connectivity platform that aims to enhance financial services through the provision of real-time income and employment data. The platform automates various functions, including verifications, background checks, account funding, direct deposit switching, premium calculations, and wage advancements. By facilitating these processes, Argyle enables businesses and financial institutions to streamline onboarding and account management, ultimately improving efficiency and user experience in the financial services sector.

Momnt is a provider of modern lending solutions that enables businesses to offer affordable and low-friction finance at the point of need. The company operates an embedded financial services platform designed to streamline digital lending and payments. Utilizing alternative data sources along with machine learning and artificial intelligence, Momnt's API-based platform generates real-time loan offers tailored to individual borrowers. This approach ensures compliance with current financial regulations while delivering a transparent borrowing experience for consumers. By facilitating these innovative loans, Momnt not only supports the growth of merchants but also helps maintain the vital role of financial institutions in the lending process.

LeapXpert is a developer of a business communication platform that facilitates secure and compliant messaging for enterprises. Its Federated Messaging Orchestration Platform (FMOP) enables organizations to integrate consumer messaging applications into their critical business processes. This platform allows employees and clients to communicate through their preferred messaging apps while maintaining a centralized source for management and oversight. LeapXpert addresses the compliance and regulatory challenges associated with the increasing use of messaging applications in business, providing accessible digital records of all interactions. The platform enhances communication between employees, clients, suppliers, and other stakeholders, thereby elevating messaging to a formal business communication channel akin to traditional calling or emailing. With a client base that includes several of the world's top global banks, LeapXpert serves tens of thousands of users across various industries.

Meati Foods is a consumer goods company based in Boulder, Colorado, that specializes in the production and sale of fungi-based meat alternatives. Founded in 2016, the company aims to provide nutrient-dense, plant-based options that serve as sustainable substitutes for traditional meat. Meati's products are crafted using proprietary fermentation technologies and are minimally processed, ensuring they are free from common allergens. The company is committed to offering vegan food choices that are accessible and enjoyable for a diverse range of consumers.

Pivot Bio, Inc. is a biotechnology company founded in 2010 and based in Emeryville, California. The company focuses on enhancing crop nutrition through a deep understanding of the microbiome, utilizing engineered microbes to deliver essential nutrients, protect against pests, and improve crop quality. By leveraging data science and engineering principles, Pivot Bio aims to map the dynamics of the plant microbiome and develop beneficial traits. Their proprietary ON Technology utilizes naturally occurring microbes to supply nitrogen to crops, offering a sustainable alternative to synthetic fertilizers. This innovation not only helps farmers increase yields but also contributes to reducing reliance on petrochemical fertilizers, ultimately promoting healthier ecosystems and cleaner air and water. Pivot Bio's current initiatives primarily focus on enabling microbes to fix and supply nitrogen for corn, addressing the growing need for sustainable agricultural practices as the global population expands.

Whitnell & Company is a wealth management organization located in Oak Brook, Illinois, that specializes in providing comprehensive financial services to affluent families and individuals. With over 25 years of experience, the company focuses on protecting and enhancing the wealth of its clients, some of whom have been with the firm for three generations. Whitnell offers a wide array of services, including financial planning, investment management, family office services, retirement strategy, risk and insurance planning, as well as tax and estate planning. Its mission is to deliver comfort and peace of mind to clients, enabling them to concentrate on their families, businesses, and charitable pursuits. As a subsidiary of Associated Trust Company, National Association, Whitnell is well-equipped to meet the diverse financial needs of its clientele.

Allbirds, founded in 2015 and based in San Francisco, is an apparel and fashion company specializing in eco-friendly footwear. It manufactures and sells a variety of shoe styles for men, women, and children, including wool runners, tree runners, and loungers, using premium natural materials. The company's mission is to create sustainable footwear that combines comfort, good design, and environmental responsibility. Allbirds operates through its own stores, retail partners, and an online platform, with a significant portion of its revenue coming from the United States market.

Financial Clarity, Inc., established in 1992 and based in Mountain View, California, was a multi-family office that provided comprehensive wealth management services to individuals, families, retirement plans, foundations, and endowments. The firm focused on developing, implementing, and monitoring clients' investment strategies while integrating these with other financial aspects such as income tax and estate planning. Financial Clarity was acquired by Rockefeller Capital Management in 2019 and is now a subsidiary of that company.

Evergreen Solar, Inc. is a developer and manufacturer of solar power products that utilizes its proprietary STRING RIBBON™ technology, which allows for the production of photovoltaic modules with significantly reduced polysilicon usage compared to traditional methods. The company focuses on delivering reliable and environmentally friendly electric power solutions for both residential and commercial applications worldwide. By leveraging its patented wafer manufacturing technology, Evergreen Solar aims to lower production costs through reduced material consumption and efficient processes, enabling broader access to solar energy. Its products are designed for deployment in various markets, including remote and grid-connected environments, facilitating the harnessing of solar power for diverse energy needs.

AgraQuest is a leading company specializing in innovative biological and low-chemical pest management solutions, primarily serving the agricultural and food safety markets. The company focuses on the discovery, development, manufacturing, and marketing of effective biopesticide products that enhance pest and disease control while minimizing environmental impact. By utilizing renewable, bio-based materials, AgraQuest's products offer sustainable alternatives to conventional pesticides. The company operates through its Agrochemical and BioInnovations Divisions, which are dedicated to advancing eco-friendly pest management and enhancing agricultural yields. AgraQuest’s offerings extend beyond agriculture to include applications in home and garden care, food safety, and diverse sectors such as healthcare and cosmetics. With a direct sales force in the NAFTA region and a network of distributors globally, AgraQuest is committed to providing customers with value-driven solutions that support sustainable agricultural practices.

Quisic Corporation specializes in the design and development of online learning programs, offering custom content development services and e-learning software tailored for corporate and academic use. The company focuses on creating products that assist businesses in training their employees effectively. Established as a leader in online education solutions, Quisic was acquired by EDT Learning, Inc. in 2002, further enhancing its capacity to deliver comprehensive training resources.